| VICI |
Report |
AFFO/share |
IN-LINE |
pred ~$0.615 vs. cons $0.6154 |
MEDIUM |
| VICI |
Report |
Adjusted FFO |
IN-LINE |
pred ~$669M vs. cons $670.1M |
MEDIUM |
| VICI |
Report |
NOI |
IN-LINE |
pred ~$1.008B vs. cons $1.014B |
MEDIUM |
| VICI |
Guide |
FY26 AFFO/share |
UNCHANGED |
guide $2.44-$2.47 vs. cons $2.463 |
MEDIUM |
| VICI |
Guide |
FY26 AFFO |
UNCHANGED |
guide $2.665B-$2.695B vs. cons $2.684B |
MEDIUM |
| VICI |
Guide |
Las Vegas qualitative outlook |
LOWER |
tempered Strip commentary vs. unverified consensus |
LOW |
| VICI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
LOW |
| VICI |
Return |
5-day cumulative residual |
-1.8% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained estimates but softer Strip tone |
LOW |